Integration
Connect Capsule CRM to Utilorax
When something happens in Capsule CRM, your agent does the next thing in Utilorax. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Capsule CRM and Utilorax to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Capsule CRM can start in Utilorax
When New case in Capsule CRM
then Change text case in Utilorax
When New opportunity in Capsule CRM
then Add interval to date in Utilorax
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Capsule CRM and Utilorax
Triggers and actions 8 triggers · 119 actions
Trigger
List projectslist projects (cases/kases), surfacing new ones over time
Trigger
List taskslist tasks, surfacing new ones over time
Trigger
New casePolls for newly created cases in Capsule CRM.
Trigger
New opportunityPolls for newly created opportunities in Capsule CRM.
Trigger
New organizationPolls for newly created organizations in Capsule CRM.
Trigger
New personPolls for newly created people in Capsule CRM.
Trigger
New taskPolls for newly created tasks in Capsule CRM.
Trigger
New userPolls for newly created user accounts in Capsule CRM.
Action
Add additional party to opportunityadd an additional party to an opportunity
Action
Add TaskAdd a task in Capsule CRM, optionally linked to a party.
Action
Complete a taskMarks a task as completed in Capsule CRM.
Action
Create a caseCreates a new case (kase) in Capsule CRM, optionally linked to a party.
Action
Create a new task for organizationThis action creates a new task for the specified organization.
Action
Create an open case for organizationThis action creates a new open case for the specified organization.
Action
Create an open case for personThis action creates a new open case for the specified person.
Action
Create an organizationCreates a new organization party in Capsule CRM.
Action
Create a noteCreates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.
Action
Create a personCreates a new person party in Capsule CRM.
Action
Create a tag for organizationThis action creates a new tag for the specified organization.
Action
Create a tag for personThis action creates a new tag for the specified person.
Action
Create entrycreate an activity entry
Action
Create opportunitycreate an opportunity
Action
Create partycreate a party (person or organization)
Action
Create projectcreate a project (case)
Action
Create tagcreate a tag for an entity type
Action
Delete a partyDeletes a party by id in Capsule CRM.
Action
Delete entrydelete an activity entry
Action
Delete opportunitydelete an opportunity
Action
Delete projectdelete a project
Action
Delete tagdelete a tag
Action
Delete taskdelete a task
Action
Get PartyGet a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id.
Action
List additional parties for opportunitylist additional parties on an opportunity
Action
List casesLists cases (kases) in Capsule CRM.
Action
List deleted opportunitieslist deleted opportunities
Action
List deleted partieslist deleted parties
Action
List deleted projectslist deleted projects
Action
List employees of partylist people employed at an organization party
Action
List entries by datelist activity entries by date
Action
List entries for entitylist activity entries for a party/opportunity/project
Action
List opportunitiesLists sales opportunities in Capsule CRM.
Action
List opportunities by partylist opportunities for a party
Action
List partiesLists parties (people and organizations) in Capsule CRM.
Action
List projects associated with opportunitylist projects associated with an opportunity
Action
List projects by partylist projects for a party
Action
List tagslist tags for an entity type
Action
List teamslist teams
Action
List tracks for entitylist tracks for an entity
Action
List userslist users
Action
Remove additional party from opportunityremove an additional party from an opportunity
Action
Run filter queryrun a saved/ad-hoc filter query for an entity
Action
Search opportunitiessearch opportunities
Action
Search partiesSearches parties by a free-text query in Capsule CRM.
Action
Search projectssearch projects
Action
Show current userget the authenticated user
Action
Show entryretrieve an activity entry by ID
Action
Show opportunityretrieve an opportunity by ID
Action
Show projectretrieve a project by ID
Action
Show site configget account/site configuration
Action
Show tagretrieve a tag by ID
Action
Show taskretrieve a task by ID
Action
Show userretrieve a user by ID
Action
Update entryupdate an activity entry
Action
Update opportunityupdate an opportunity
Action
Update partyupdate a party
Action
Update projectupdate a project
Action
Update tagupdate a tag
Action
Update taskupdate a task
Action
Update userupdate a user
Action
Upload attachmentupload an attachment
Action
Add interval to dateAdd or subtract an interval from a date.
Action
Calculate ageCompute age from a birthdate.
Action
Calculate compound interestCompute compound interest on a principal over time.
Action
Calculate loan paymentCompute the monthly loan payment (EMI) for a loan amount, rate and term.
Action
Calculate mortgage paymentCompute the monthly mortgage payment from price, deposit, rate and term.
Action
Calculate percentageCompute what P% of a value is.
Action
Calculate percentage changeCompute the percentage change from one value to another.
Action
Change text caseChange text case (upper/lower/title/camel/snake/kebab etc).
Action
Check if number is primeCheck whether a number is prime.
Action
Compress imageShrink JPG, PNG and WebP images to a smaller file size.
Action
Compress PDFReduce a PDF's file size while keeping it readable.
Action
Compute HMAC signatureCompute an HMAC signature for a message with a given key and algorithm.
Action
Convert CSV to ExcelConvert a CSV file into a proper Excel (.xlsx) workbook.
Action
Convert CSV to JSONConvert CSV text to a JSON array of objects.
Action
Convert currencyConvert an amount between currencies using live exchange rates.
Action
Convert date to timestampConvert a date string to a Unix timestamp.
Action
Convert Excel to JSONTurn a spreadsheet into structured JSON (first row as keys).
Action
Convert HTML to PDFPaste HTML and download a clean, print-ready PDF — styling, tables and images included.
Action
Convert image formatConvert images between PNG, JPG, WebP, AVIF, GIF, BMP, TIFF and more — you pick the output format.
Action
Convert Markdown to HTMLConvert Markdown text to HTML.
Action
Convert Markdown to PDFPaste Markdown and download a beautifully formatted PDF — headings, lists, tables and code included.
Action
Convert number to Roman numeralsConvert a number to or from Roman numerals.
Action
Convert PDF to textPull the text out of a PDF and download it as a clean.txt file.
Action
Convert timestamp to dateConvert a Unix timestamp to a date.
Action
Convert timezoneConvert a time between timezones.
Action
Convert unitsConvert a value between two units of measurement in a given category.
Action
Count wordsCount words, characters, sentences, lines and estimated reading time in text.
Action
Crop imageCut a rectangle out of an image.
Action
Decode JWTDecode a JWT header and payload (no signature check).
Action
Encode or decode Base64Encode or decode Base64 text.
Action
Encode or decode URL componentPercent-encode or decode a URL component.
Action
Extract emails from textExtract all email addresses found in text.
Action
Extract URLs from textExtract all URLs found in text.
Action
Find and replace textFind and replace text within a string.
Action
Format JSONPretty-print JSON with 2-space indentation.
Action
Generate barcodeBuild a barcode image URL.
Action
Generate lorem ipsum textGenerate lorem ipsum placeholder text.
Action
Generate QR codeBuild a QR-code image URL for any text.
Action
Generate UUIDGenerate one or more random UUID v4 values.
Action
Get current datetimeGet current time as Unix, ISO and UTC.
Action
Get date differenceCompute the difference between two dates.
Action
Get DNS recordsGet DNS records for a domain.
Action
Get HTTP statusGet the HTTP status code and redirect chain for a URL.
Action
Get page meta tagsGet the title, description and meta tags of a page.
Action
Hash password with bcryptHash a password with bcrypt.
Action
Hash textHash text with a chosen algorithm (MD5/SHA-1/SHA-256/SHA-512/CRC32).
Action
Merge PDF filesCombine several PDF files into one document.
Action
Read image infoRead an image and return its dimensions, format and EXIF metadata as JSON.
Action
Resize imageResize an image to exact dimensions (pad, stretch or crop to fill).
Action
Resolve domain to IPResolve a domain name to its IP address.
Action
Slugify textTurn text into a clean URL slug.
Action
Spell number as wordsSpell a number out in English words.
Action
Split PDFSplit a PDF into separate files — every page, or custom ranges.
Action
Strip HTML tagsRemove HTML tags from text, leaving plain text.
Action
Test regular expressionTest a regular expression against text and return matches.
Action
Validate JSONCheck whether a string is valid JSON.
Action
Watermark PDFStamp a diagonal text watermark across every page of a PDF.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Capsule CRM and Utilorax, answered
What can start an automation from Capsule CRM?
Any of Capsule CRM's 8 triggers in the catalog, including New case, New opportunity, New organization and New person. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Utilorax when something happens in Capsule CRM?
Any of Utilorax's 57 actions, including Add interval to date, Calculate age, Calculate compound interest and Calculate loan payment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Utilorax to Capsule CRM?
Utilorax has no triggers in the catalog today, so automations start in Capsule CRM. If you need the other direction, ask: your agent reads Utilorax's API documentation and adds it.
Do I have to build a connector for Capsule CRM or Utilorax?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.